Swiss Helvetia Fund Inc. (SWZ)
| Sector: | Financials |
| |
| Super Investor Stats: | |
| Ownership count: | 1 |
| Ownership rank: | 667 |
| % of all portfolios: | 0% |
| |
| History |
Portfolio Manager |
Activity |
Share change |
% change to portfolio ▲ |
| Q3 2024 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.43% |
3,982 |
0.00 |
| Q2 2024 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.61% |
4,420 |
0.00 |
| Q1 2024 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.64% |
4,444 |
0.00 |
| Q4 2023 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.60% |
4,251 |
0.00 |
| Q3 2023 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.61% |
4,208 |
0.00 |
| Q2 2023 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.51% |
3,886 |
0.00 |
| Q1 2023 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.58% |
4,013 |
0.00 |
| Q4 2022 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.60% |
4,009 |
0.00 |
| Q3 2022 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.45% |
5,983 |
0.00 |
| Q2 2022 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.12% |
5,073 |
0.00 |
| Q1 2022 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.82% |
4,282 |
0.00 |
| Q4 2021 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.69% |
3,891 |
0.00 |
| Q3 2021 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.50% |
3,416 |
0.00 |
| Q2 2021 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.40% |
3,146 |
0.00 |
| Q1 2021 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.55% |
3,418 |
0.00 |
| Q4 2020 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.55% |
3,367 |
0.00 |
| Q3 2020 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Buy |
217,561 |
0.02 |
| Q1 2015 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Sell 100.00% |
71,097 |
0.01 |
| Q2 2014 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 5.26% |
3,554 |
0.00 |
| Q1 2014 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 20.56% |
11,518 |
0.00 |
| Q4 2013 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 9.80% |
5,000 |
0.00 |
| Q1 2013 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.05% |
1,025 |
0.00 |
| Q3 2012 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 25.00% |
10,000 |
0.00 |
| Q2 2012 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 33.33% |
10,000 |
0.00 |
| Q1 2012 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 20.00% |
5,000 |
0.00 |
| Q4 2011 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 11.11% |
2,500 |
0.00 |
| Q2 2011 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 12.50% |
2,500 |
0.00 |
| Q2 2010 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Buy |
20,000 |
0.01 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.